Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
630
-78
-11% -$36.6K 0.04% 179
2025
Q1
$330K Buy
708
+173
+32% +$80.6K 0.06% 155
2024
Q4
$224K Sell
535
-376
-41% -$157K 0.04% 210
2024
Q3
$435K Sell
911
-116
-11% -$55.3K 0.08% 124
2024
Q2
$451K Sell
1,027
-3
-0.3% -$1.32K 0.09% 121
2024
Q1
$478K Buy
+1,030
New +$478K 0.1% 107
2023
Q4
Sell
-707
Closed -$263K 194
2023
Q3
$263K Buy
707
+1
+0.1% +$372 0.08% 121
2023
Q2
$269K Buy
+706
New +$269K 0.09% 112